National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Colorado

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Colorado involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Colorado

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Colorado that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Colorado. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Colorado

advisor-photo

Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

advisor-photo

Curt Clegg

AMA Financial Partners

357 McCaslin blvd
#200

Louisville, CO 80027

720-647-6501

advisor-photo

Don Leander

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919

719-266-5335

advisor-photo

Geoff Keller

Western Retirement Consultants

5251 DTC Pkwy
Ste 1045

Greenwood Village, CO 80111

720-926-0814

advisor-photo

J.D. White

White Hawk Wealth Management

756 Dover Street

Broomfield, CO 80020

303-800-0620

advisor-photo

Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

advisor-photo

Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

advisor-photo

Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
#830

Denver, CO 80209

720-253-1818

advisor-photo

Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

advisor-photo

Amy Bertle

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

advisor-photo

Matt Ganskopp

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs, CO 80920

408-565-8564

advisor-photo

Matt Ganskopp

Edelman Financial Engines, LLC

1120 W. 122nd Avenue,
Suite 300

Westminster, CO 80234

720-354-3474

advisor-photo

Matt Ganskopp

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree, CO 80124

303-846-1919

advisor-photo

Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

advisor-photo

Diane Zing

Trilogy Financial

101 University Blvd
Suite 450

Denver, CO 80206

303-749-6115

dummy-image

Personal Capital

Personal Capital

1099 18th Street
Suite 2400

Denver, CO 80222

650-556-1310

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road, 2t3, Greenwood Village, CO 80111
107272 $58,624,561,186 41 A percentage of AUM
ADVISORS ASSET MANAGEMENT, INC.
18925 Base Camp Road, Suite 203 Monument, CO 80132
46727 $4,038,813,763 1512 A percentage of AUM
SHELTON CAPITAL MANAGEMENT
1875 Lawrence Street, Suite 300 Denver, CO 80202-1805
104720 $3,549,821,997 872 A percentage of AUM
FREEDOM FUNDS MANAGEMENT CO
1200 17th St, Ste 850 Denver, CO 80202-5808
110785 $1,772,243,392 1 A percentage of AUM
TOWLE & CO
50 S. Steele Street, Suite 1000 Denver, CO 80209
110862 $842,995,191 85 A percentage of AUM
Performance Based
SPRINKLE FINANCIAL CONSULTANTS LLC
1520 West Canal Court, Suite 220, Littleton, CO 80120
112227 $827,810,060 1048 A percentage of AUM
Hourly charges
Fixed fees
BOULDER ASSET MANAGEMENT
9785 Maroon Circle, Suite 130 Englewood, CO 80112
107636 $486,925,433 229 A percentage of AUM
Fixed fees
INSTITUTIONAL CAPITAL MANAGEMENT, INC.
808 S. Public Road, Suite 101, Lafayette, CO 80026
108986 $466,000,000 14 A percentage of AUM
Hourly charges
Fixed fees
PVG ASSET MANAGEMENT CORP
6898 S. University Blvd., Suite 100, Denver, CO 80122
105541 $342,110,000 1130 A percentage of AUM
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION
9540 South Maroon Circle, Suite 250 Centennial, CO 80112
7425 $269,141,914 409 A percentage of AUM
Hourly charges
Fixed fees
PRUDENT MAN INVESTMENT MANAGEMENT
927 Main Street, Lousiville, CO 80027
104574 $260,451,719 535 A percentage of AUM
RYAN INVESTMENTS
720 E. Hyman Ave., Suite 201 Aspen, CO 81611
115755 $158,000,000 269 A percentage of AUM
BRANZAN INVESTMENT ADVISORS, INC.
10288 W Chatfield Ave, Ste 300, Littleton, CO 80127
120783 $128,646,303 9 A percentage of AUM
Performance Based
VALUE FINANCIAL ADVISERS, INC.
3600 South Beeler Street, Suite 300 Denver, CO 80237
107321 $102,875,472 220 A percentage of AUM
Hourly charges
Fixed fees
INVESTMENT RESEARCH CORP
1636 Logan Street, Denver, CO 80203
108208 $52,684,629 135 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Colorado

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bradford A Gann
Inquire with Bradford
2438 Research Pkwy, Ste 105 Colorado Springs, CO 80920 719-328-1050
Brightside Wealth Advisors
Inquire with Brightside
1881 9th St, Ste 302 Boulder, CO 80302 720-565-6117
Barbara Davidman
Inquire with Barbara
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2411
Arthur Segall
Inquire with Arthur
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2361
Barnai Asset Management, LLC
Inquire with Barnai
2890 18th Street, Boulder, CO 80304 303-601-1410
Accrue Financial Services
Inquire with Accrue
1430 Larimer Street, Suite 203 Denver, CO 80202 303-906-6073
Brian Lindsey
Inquire with Brian
121 South Tejon St, Suite 700 Colorado Springs, CO 80903 719-475-3637
Andrea Shortino
Inquire with Andrea
16 Inverness Pl E, Bldg B Englewood, CO 80112 720-266-1010
Anthony Baldassari
Inquire with Anthony
1550 Market St, Suite 600 Denver, CO 80202 303-572-4016
Anchor Insurance
Inquire with Anchor
4601 Eagleridge Place, #120 Pueblo, CO 81008 719-225-3805

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors